AIM
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Advyzon Investment Management’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Advyzon Investment Management’s Portfolio PFIX Stock Details PFIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-61,855
Closed -$2.98M – 594
2025
Q3 		$2.98M Buy
61,855
+40,982
+196% +$2.21M 0.51% 44
2025
Q2 		$1.1M Buy
+20,873
New +$1.17M 0.24% 89

Other funds holding PFIX

TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
DHC
Drum Hill Capital Westport, Connecticut $109M AUM 44.09% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UWM
Urban Wealth Management El Segundo, California $97.7M AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Advyzon Investment Management's PFIX Position: Q4 2025 in Review

Advyzon Investment Management sold out of Simplify Interest Rate Hedge ETF (PFIX) in Q4 2025, closing a stake of 61,855 shares — an estimated $2.98M sold.

Advyzon Investment Management first reported a position in PFIX in Q2 2025 and held it in 2 quarters. The position peaked at $2.98M in Q3 2025. 43 funds tracked by Wall St. Rank hold PFIX as of Q4 2025.

  • Advyzon Investment Management reported no remaining Simplify Interest Rate Hedge ETF position as of Q4 2025 after selling out during the quarter.
  • Advyzon Investment Management sold 61,855 Simplify Interest Rate Hedge ETF shares in Q4 2025, an estimated $2.98M.
  • Advyzon Investment Management first reported a position in Simplify Interest Rate Hedge ETF in Q2 2025 and held it in 2 quarters.
  • Advyzon Investment Management's Simplify Interest Rate Hedge ETF position peaked at $2.98M in Q3 2025.
  • 43 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q4 2025.

Based on Advyzon Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.